Thursday, October 22, 2009

Noble Corp. Q3

Liikevaihto $905.63 milj. (+5%)
Operatiivinen kassavirta $516.78 milj. (+30%)
Liikevoitto $504.41 milj.(+8%)
LV-marginaali 55%
EPS $1.63 (+15%)

P/E(ttm) 7

Tase
Varat
Likividit $1,603.51 milj.
Kaikki $8,089.37 milj.
Velat
Lyhytaikaiset $497.68 milj.
Kaikki $1,672.43 milj.

Omapääoma $6,416.94 milj.

P/B 1.8

Tiedote

CC:stä:(transkripti ja webcast)
  • NE odottaa udw-dr:n pysyvän $500k lähettyvillä
  • NE:n mukaan West Prosperon Sudanin keikan dr on $180k, eli oma arvio meni vähintään 10% yläkanttiin
  • "Most of the worldwide deepwater fleet is contracted while the mid-water appears to be struggling"
  • "We've said that we'd be interested in buying jackups at the right price, but we haven't seen those prices come down to a point that makes any real sense"
  • "But the economics, I think are still very challenged to build rigs in Brazil. The tender is out. We will evaluate the tender, we've got a very good relationship with Petrobras. We would certainly like to be involved and we intend to pursue it vigorously, but it's got to make sense for our shareholders. We're not here to subsidize Petrobras, we're here to make money for our shareholders"
  • "these other 12 rigs that they've committed to previously, and I think everybody is aware Petrobras is yet to admit that it's unlikely they'll get all of those 12 rigs."
  • "I'm not embarrassed to have cash on the balance sheet"

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